Ray’s framework empowers advisors to stop avoiding the conversation and take small, strategic steps toward a more confident and meaningful exit.

Succession planning encompasses a broad spectrum of activities, from identifying potential successors to transferring control of day-to-day operations and aligning the transition with the strategic ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Every company has a short list of considerations when it ...

In the dynamic world of business, succession planning stands as a pivotal process, crucial for the long-term success of any organization. This concept, often overlooked, is about foreseeing the future ...

According to the Conway Center for Family Business, family businesses account for 64% of the U.S. Gross Domestic Product (GDP), yet 57% of family businesses have no formal succession plan. 1 While the ...

In my many conversations with manufacturing industry leaders, succession planning consistently emerges as a critical challenge. When business owners start thinking about succession, it’s often because ...

Chris Cimaglio of PivotPoint Business Solutions looks at how exit planning mirrors winning the big game and the importance of your team.

Robert Moran tells fire chiefs that it's their responsibility to begin thinking about who will succeed them early in their ...

Business succession planning is widely recognized as a crucial component of ensuring a company’s longevity. However, many owners still lack formal plans in place. How common is business succession ...

Why should a Montana business owner or entrepreneur have a financial advisor themselves? Aren’t they doing that planning ...